Otis Worldwide Corp
OTIS- Exchange
- NYSE
- Industry
- Electronic & Other Electrical Equipment (No Computer Equip)
- SEC CIK
- 0001781335
In the last 90 days, Otis Worldwide Corp insiders filed 0 open-market purchases and 2 sales; 1,236 institutions reported holding it in 13F filings for Q2 2026, worth $25.6B in total; Markel Group is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in Otis Worldwide Corp as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
Q3 2026 data is still coming in: 738 institutions have reported holding OTIS so far. See Q3 2026
- Institutional holders
- 1,236
- +8 vs. Q1 2026
- Shares held
- 356.7M
- +12.3M (+3.6%) vs. Q1 2026
- Total value
- $25.6B
- −$1.03B (−3.9%) vs. Q1 2026
- New holders
- 132
- 433 more added
- Sold out
- 124
- 460 more reduced
22 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting OTIS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,236 | $25.6B |
| Q1 2026 | 1,250 | $26.6B |
| Q4 2025 | 1,316 | $30.9B |
| Q3 2025 | 1,258 | $31.1B |
| Q2 2025 | 1,275 | $34.8B |
| Q1 2025 | 1,251 | $36.8B |
| Q4 2024 | 1,238 | $33.7B |
| Q3 2024 | 1,203 | $37.4B |
| Q2 2024 | 1,192 | $34.1B |
| Q1 2024 | 1,203 | $34.8B |
| Q4 2023 | 1,193 | $31.9B |
| Q3 2023 | 1,100 | $28.7B |
| Q2 2023 | 1,125 | $31.9B |
| Q1 2023 | 1,102 | $30.1B |
| Q4 2022 | 1,107 | $27.8B |
| Q3 2022 | 1,046 | $22.6B |
| Q2 2022 | 1,091 | $25.0B |
| Q1 2022 | 1,148 | $27.1B |
| Q4 2021 | 1,200 | $30.9B |
| Q3 2021 | 1,146 | $29.5B |
| Q2 2021 | 1,142 | $29.4B |
| Q1 2021 | 1,134 | $25.7B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Otis Worldwide Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 31,620,354 | $2.26B | 0.03% | −600,486−1.9% | Reduced |
| Vanguard Capital Management LLC | 25,061,198 | $1.79B | 0.04% | −194,807−0.8% | Reduced |
| Vanguard Portfolio Management LLC | 19,956,721 | $1.43B | 0.06% | +254,829+1.3% | Added |
| State Street Corp | 16,664,994 | $1.19B | 0.04% | +463,491+2.9% | Added |
| Geode Capital Management, LLC | 12,589,525 | $906.4M | 0.05% | +138,195+1.1% | Added |
| Franklin Resources Inc | 11,784,188 | $843.7M | 0.18% | +263,232+2.3% | Added |
| Morgan Stanley | 10,964,838 | $785.1M | 0.04% | −1,994,474−15.4% | Reduced |
| FMR LLC | 10,109,592 | $723.8M | 0.03% | +2,130,460+26.7% | Added |
| Norges Bank | 8,602,119 | $615.9M | 0.06% | +8,602,119 | New |
| Clearbridge Investments, LLC | 7,461,546 | $534.2M | 0.44% | +4,770,365+177.3% | Added |
| Price T Rowe Associates Inc | 6,104,625 | $437.1M | 0.04% | −2,734,405−30.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 5,918,140 | $423.7M | 0.23% | +26,119+0.4% | Added |
| D. E. Shaw & Co., Inc. | 5,439,203 | $389.4M | 0.24% | +1,984,275+57.4% | Added |
| Independent Franchise Partners LLP | 5,152,104 | $368.9M | 2.42% | +4,149,820+414.0% | Added |
| AQR Capital Management LLC | 4,625,150 | $331.2M | 0.12% | +3,107,217+204.7% | Added |
| StonePine Asset Management Inc. | 4,290,454 | $307.2M | 1.90% | −203,428−4.5% | Reduced |
| Massachusetts Financial Services Co | 4,103,431 | $303.9M | 0.10% | −3,496,839−46.0% | Reduced |
| Fiera Capital Corp | 4,138,739 | $296.3M | 1.08% | −728,157−15.0% | Reduced |
| Van Eck Associates Corp | 3,993,011 | $285.9M | 0.17% | +24,914+0.6% | Added |
| Invesco Ltd. | 3,953,975 | $283.1M | 0.02% | −16,154−0.4% | Reduced |
| Northern Trust Corp | 3,900,999 | $279.3M | 0.03% | −156,906−3.9% | Reduced |
| BLS Capital Fondsmaeglerselskab A/S | 3,885,445 | $278.2M | 10.72% | −502,600−11.5% | Reduced |
| Wellington Management Group LLP | 3,335,941 | $238.9M | 0.04% | −185,520−5.3% | Reduced |
| Goldman Sachs Group Inc | 3,165,336 | $226.6M | 0.02% | +213,733+7.2% | Added |
| Two Sigma Investments, LP | 3,138,794 | $224.7M | 0.17% | +1,201,358+62.0% | Added |
| Canada Pension Plan Investment Board | 3,114,562 | $223.0M | 0.12% | −145,851−4.5% | Reduced |
| JPMorgan Chase & Co | 3,021,264 | $220.3M | 0.01% | −734,052−19.5% | Reduced |
| UBS Asset Management Americas Inc | 3,071,357 | $219.9M | 0.04% | −239,012−7.2% | Reduced |
| Canoe Financial LP | 3,044,476 | $218.0M | 2.70% | +594,140+24.2% | Added |
| Capital Research Global Investors | 2,896,828 | $207.4M | 0.03% | +23,934+0.8% | Added |
| Bank of New York Mellon Corp | 2,741,590 | $196.3M | 0.03% | −106,892−3.8% | Reduced |
| Bank of America Corp | 2,642,922 | $189.2M | 0.01% | +3,367+0.1% | Added |
| Charles Schwab Investment Management Inc | 2,480,957 | $177.6M | 0.02% | +32,389+1.3% | Added |
| Legal & General Group Plc | 2,479,254 | $177.5M | 0.04% | −234,666−8.6% | Reduced |
| Schroder Investment Management Group | 2,468,392 | $176.7M | 0.13% | +24,986+1.0% | Added |
| Clean Energy Transition LLP | 2,305,007 | $165.0M | 11.49% | +1,596,659+225.4% | Added |
| Guinness Asset Management LTD | 2,202,384 | $157.6M | 2.67% | −143,708−6.1% | Reduced |
| Vanguard Fiduciary Trust Co | 2,154,445 | $154.3M | 0.03% | −34,721−1.6% | Reduced |
| Primecap Management Co | 2,055,440 | $147.2M | 0.09% | −37,120−1.8% | Reduced |
| Dimensional Fund Advisors LP | 1,963,270 | $140.6M | 0.03% | −6,102−0.3% | Reduced |
| Citadel Advisors LLC | 1,953,085 | $139.8M | 0.08% | +1,166,957+148.4% | Added |
| UBS Group AG | 1,908,190 | $136.6M | 0.02% | +667,368+53.8% | Added |
| Bank of Montreal | 1,906,445 | $136.5M | 0.05% | +360,130+23.3% | Added |
| Amundi | 1,844,777 | $132.1M | 0.03% | −41,646−2.2% | Reduced |
| USS Investment Management Ltd | 1,759,239 | $126.0M | 0.50% | −7,996−0.5% | Reduced |
| Deutsche Bank AG | 1,718,901 | $123.1M | 0.04% | +198,424+13.1% | Added |
| Royal Bank of Canada | 1,692,479 | $121.2M | 0.02% | +889,091+110.7% | Added |
| Renaissance Technologies LLC | 1,584,200 | $113.4M | 0.16% | −107,000−6.3% | Reduced |
| Man Group plc | 1,475,345 | $105.6M | 0.19% | +599,881+68.5% | Added |
| Lazard Freres Gestion S.A.S. | 1,417,110 | $101.5M | 1.76% | +76,146+5.7% | Added |
| Alliancebernstein L.P. | 1,305,675 | $100.6M | 0.04% | −2,519,817−65.9% | Reduced |
| Pacer Advisors, Inc. | 1,367,999 | $97.9M | 0.25% | +1,348,087+6,770.2% | Added |
| Squarepoint Ops LLC | 1,314,313 | $94.1M | 0.18% | −66,731−4.8% | Reduced |
| Worldquant Millennium Advisors LLC | 1,311,319 | $93.9M | 0.32% | +705,067+116.3% | Added |
| HSBC Holdings PLC | 1,269,413 | $90.9M | 0.04% | +513,778+68.0% | Added |
| CIBC Bancorp USA Inc. | 1,196,850 | $85.8M | 0.11% | −1,667,377−58.2% | Reduced |
| Swiss National Bank | 1,096,343 | $78.5M | 0.04% | −47,300−4.1% | Reduced |
| Russell Investments Group, Ltd. | 1,095,264 | $78.4M | 0.07% | −338,663−23.6% | Reduced |
| Nomura Asset Management International Inc. | 1,088,872 | $78.0M | 0.12% | −66,713−5.8% | Reduced |
| ExodusPoint Capital Management, LP | 1,055,862 | $75.6M | 0.70% | +289,183+37.7% | Added |
| Scharf Investments, LLC | 1,007,995 | $72.2M | 2.38% | −158,574−13.6% | Reduced |
| FIFTHDELTA Ltd | 981,190 | $70.3M | 8.24% | +54,000+5.8% | Added |
| Nuveen, LLC | 961,010 | $68.8M | 0.02% | −216,378−18.4% | Reduced |
| Qube Research & Technologies Ltd | 951,989 | $68.2M | 0.08% | −135,135−12.4% | Reduced |
| Citigroup Inc | 926,254 | $66.3M | 0.03% | −22,833−2.4% | Reduced |
| Vanguard Global Advisers, LLC | 910,424 | $65.2M | 0.03% | +59,182+7.0% | Added |
| HRT Financial LP | 891,285 | $63.8M | 0.12% | +209,424+30.7% | Added |
| Wells Fargo & Company | 880,714 | $63.1M | 0.01% | +136,430+18.3% | Added |
| Gates Capital Management, Inc. | 867,273 | $62.1M | 2.04% | +129,715+17.6% | Added |
| Pictet Asset Management Holding SA | 848,438 | $60.7M | 0.06% | −535,576−38.7% | Reduced |
| Ci Investments Inc. | 844,938 | $60.5M | 0.19% | +844,938 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 831,638 | $59.5M | 0.06% | −35,254−4.1% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 826,066 | $59.1M | 0.03% | −6,066−0.7% | Reduced |
| SG Americas Securities, LLC | 813,630 | $58.3M | 0.03% | +493,856+154.4% | Added |
| BNP Paribas Arbitrage, SA | 766,832 | $54.9M | 0.03% | +76,448+11.1% | Added |
| National Pension Service | 761,439 | $54.5M | 0.04% | +108,638+16.6% | Added |
| Great Lakes Advisors, LLC | 759,953 | $54.4M | 0.41% | +139,946+22.6% | Added |
| Raymond James Financial Inc | 757,154 | $54.2M | 0.01% | +271,833+56.0% | Added |
| Vanguard Asset Management, Ltd | 750,800 | $53.8M | 0.04% | +81,818+12.2% | Added |
| Victory Capital Management Inc | 749,401 | $53.7M | 0.03% | +6,173+0.8% | Added |
| DnB Asset Management AS | 746,976 | $53.5M | 0.15% | −5,743−0.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 733,014 | $52.5M | 0.02% | −484,900−39.8% | Reduced |
| Rhumbline Advisers | 716,059 | $51.3M | 0.04% | −45,525−6.0% | Reduced |
| California Public Employees Retirement System | 691,556 | $49.5M | 0.03% | +1560.0% | Added |
| Neuberger Berman Group LLC | 673,159 | $48.3M | 0.03% | +18,001+2.7% | Added |
| Brown Brothers Harriman & Co | 670,926 | $48.0M | 0.21% | −107,209−13.8% | Reduced |
| California State Teachers Retirement System | 635,109 | $45.5M | 0.04% | +7,958+1.3% | Added |
| Envestnet Asset Management Inc | 634,538 | $45.4M | 0.01% | +170,600+36.8% | Added |
| Quantinno Capital Management LP | 633,649 | $45.4M | 0.05% | +385,539+155.4% | Added |
| Allianz Asset Management GmbH | 615,209 | $44.0M | 0.04% | +65,141+11.8% | Added |
| Fisher Asset Management, LLC | 587,018 | $42.0M | 0.01% | −32,464−5.2% | Reduced |
| Principal Financial Group Inc | 582,859 | $41.7M | 0.02% | +145,739+33.3% | Added |
| Barclays PLC | 575,468 | $41.2M | 0.01% | −280,065−32.7% | Reduced |
| SEI Investments Co | 574,680 | $41.1M | 0.04% | +44,273+8.3% | Added |
| Ameriprise Financial Inc | 549,082 | $39.3M | 0.01% | +22,734+4.3% | Added |
| Tudor Investment Corp Et Al | 540,436 | $38.7M | 0.16% | +540,436 | New |
| Prudential Financial Inc | 533,373 | $38.2M | 0.04% | +308,905+137.6% | Added |
| Voloridge Investment Management, LLC | 510,297 | $36.5M | 0.16% | −409,436−44.5% | Reduced |
| First Trust Advisors LP | 468,973 | $33.6M | 0.02% | −104,276−18.2% | Reduced |
| GFI Investment Counsel Ltd. | 442,927 | $31.7M | 4.30% | −142,437−24.3% | Reduced |